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Downloadable Files

Example Financial Statements

Trading Trust

With Summarised Balance Sheet and Detailed Notes

Here we have a set of financial statements of a large trust that trades, owns investment properties, has many loan accounts, both secured and unsecured, has intangibles, has 10 beneficiaries and a corporate trustee.

Producing this report took 2 minutes to go from reports tab to downloaded PDF.

Trading Company

With Summarised Balance Sheet and Detailed Notes

Here we have a set of financial statements of a large company that trades, owns investment properties, has many loan accounts, both secured and unsecured, has 10 shareholders who all want to know who got what, has intangibles and has 2 directors who are also shareholders.

Producing this report took 2 minutes to go from reports tab to downloaded PDF.

Can you help move data from our old system

What other services are offered?

We may look into providing further services for other Xero Partner apps, such as forecasting and reporting addons, practice tools and business apps.

Stay tuned.

Are you up to date with Xero software?

Great question!

Donnie spends every Monday going through the "latest releases" page on the Xero website and makes any changes necessary. He also trains business owners, bookkeepers and accountants on a regular basis and they provide him with great input which ensures that content is up to date and valuable.

He also stays in touch with the Xero team as he is part of their preferred trainer network.